Company Profile

Company Profile

Overview

The Company Profile page allows Mobile Forms Administrators to view and edit current information for a Company. You can also modify selected configurations and features for a Company.
To access the Company Profile page, navigate to Admin > Company Profile.

Note: The Company Profile is available to Users with the Mobile Forms Administrator role.


Company Information

The Company Information tab displays the current information for your company in the Field2Base system. If you need to change any information about the Company, please contact your Account Manager to make sure it is also updated in our billing system.
Note: You cannot edit the Company Name, Company ID or Creation Date. Please contact your Account Manager if you need to change your Company Name.
The Professional Services hours available on your account are displayed at the bottom of the page. You can also click on the View History button to view details on purchased and used hours. You can download a CSV or PDF record of your Professional Services history from the PS History page.

If you wish to purchase Professional Services hours or start a new project with the PS team, you can use the E-Mail Professional Services button. Please read the Professional Services Overview article to find out more about the  Professional Services offered by Field2Base.
Note: The Professional Services team typically logs hours daily so your available hours should be up to date on a daily basis.



Mobile Forms Information

The Mobile Forms Information tab displays product information for your Company.

A. License Tier - Displays the current License Tier for your Company. Please contact your Account Manager is you have questions about your License Tier.
B. Products Used – Displays which Field2Base products are enabled for your account. The Products Available section shows additional products that may be available for your account. Please contact  your Account Manager if you have questions about getting access to additional products.
Note: Some of these products are being phased out and are no longer available. 
C.  Enrolled in Beta Program – Indicates whether your company is enrolled in the Field2Base Beta Program.  Please contact your Account Manager is you are interested in enrolling in the Field2Base Beta Program.
D.  Account Manager – Name of your Field2Base Account Manager. For your convenience, you can click on E-Mail Your Sales Rep Today! to send an email to your Account Manager directly from the Portal.
E.  Mobile Forms Product Suite - Indicates which type of product suite is available to your Users. The options are:
  1. Mobile Forms App Store (default) - Users can install the Mobile Forms app from the App Store or Play Store.
  2. Mobile Forms Enterprise - Users must install the Enterprise build of Mobile Forms and will not be allowed to install the app from the App Store.
  3. No Restriction 
F. Activation Limit - Displays the maximum number of Devices that can be assigned to a single User. For example, a User could install the app on 5 different devices and use 5 licenses (1 per device). The default limit is 5. Mobile Forms Administrators have the ability to change the Activation Limit by entering a new limit and clicking on Save.
G. Prevent Demo Account Creation for My Users - Checking this box will prevent any Users on your Company from accidentally creating Demo accounts through the App Store when trying to install the Mobile Forms app.


System Settings

The System Settings tab displays the current F2B System Settings for your Company. 

A. Sent Form Dispatch Retention Period (not editable) – Displays how long your Sent Forms are saved in the Field2Base system. Contact your Account Manager for details and any associated costs if you want to change your Retention Period. The custom timeframe is shown in days.
B. Password Policy Settings Enabled – Check to enable a Password Policy for your Company. Enabled by default for new Companies.
  1. Days Until Password Expires – Enter the number of days until passwords need to be reset. Default is 0 (no limit).
  2. Minimum Password Length – Enter the minimum required password length. Default is 8.
  3. Password Requires Mixed Case – Check if password requires upper and lower case. Default is checked.
  4. Password Requires Digits – Check if password requires numbers. Default is checked.
  5. Password Requires Symbols – Check if password requires symbols. Default is unchecked.
  6. Force Password Change on First Login – Check if password should be reset when a user first logs in. Default is Not Required.
C. Require E-Mail Addresses for Usernames – Requires Usernames to be E-Mail Address. Default is checked for new Companies.
D. Limit Failed Logins to 5 Attempts – Login to Portal will lock for 5 minutes after the specified number of failed attempts by default. The default limit is 5 attempts but you can change the limit to 3 attempts if desired. Default is checked for new Companies. 
E. Region Edit Mode Web App – Changes the way regions function in Web App. Options are Inline or Popup. Default is Inline.
F. Region Edit Mode Workflow – Changes the way regions function in Workflow edit. Options are Inline or Popup. Default is Inline.
G. Allow Restarting of Forms Completed in Workflow – Check to allow Workflow Admins to restart a Workflow for a Form that has been completed and exited Workflow. Default is unchecked.
H. Enable Auto-Cancel of Pending Forms in Workflow - Check to set a time period (in days) to automatically cancel pending Forms in Workflow. Default is unchecked. Once you have enabled this setting for your company, you will see an additional option to Edit Workflow Auto-Cancel Setting under Select an Action for individual Form Templates if you want to set different time periods per Form.
Note: Once you set a time period, all pending Forms in Workflow past that period will be cancelled.
I. Lock User Details in My Profile – Check if you do not want to allow your Users to edit their user details (including username and email address) themselves. Users will still be able to change their passwords. Default is unchecked.
J. Enable Save to PDF Option in Web App - Uncheck if you do not want your Users to download a PDF of a Form from Web App.  Default is checked.
K. Workflow Failure Contact – Allows you to choose a User or Group of Users to receive a notification email anytime a Form fails in Workflow and is in an Error state. 


Configurations

This Configurations tab displays the current configurations for your company (or for an individual User). You can update your company-wide or user specific configurations from this page. Details on each of these configurations is available in the article on Custom Configurations.



API Sync Key

An API Sync Key is a unique identifier that allows Users with the appropriate permissions to make web service calls to the Field2Base API.

Warning: If you have an existing API Sync Key, generating a new key will cause any services using the old key to no longer be authorized. You will need to update existing web service calls to use your new key.

    • Popular Articles

    • Forms Designer Quick Start Guide

      Overview Field2Base Forms Designer is the proprietary software application that allows your existing Forms to be quickly converted to an active, online, smart Form available to your end users via our Mobile Device and Web-based Applications. This ...
    • Integration Service Configuration Guide

      How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...
    • Data Integration Module (DIM) Migration Guide

      Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...
    • Mobile Forms iOS Enterprise App Upgrade to the Mobile Forms iOS App Store

      Overview This guide will review how to switch between two versions of the Mobile Forms app, uninstalling the Enterprise build and installing the App Store Build. The primary benefits of switching over are that updates to the App Store build are ...
    • How to Check the Version of Integration Products Running on a Windows 10 Machine

      Right-click on the Start menu button. Click on Apps & Features. In the Apps & Features search bar type in the Integration Product you are looking for, eg. F2B Data Integration Module, F2B Data Upload, or F2B Enterprise Dispatch Module. Click to ...